海上風力渦輪機市場 - COVID-19 的增長、趨勢、影響和預測 (2023-2028)

海上風力渦輪機市場預計在預測期內（2022-2027 年）以超過 5.5% 的複合年增長率增長。

COVID-19 大流行降低了整體能源消耗，擾亂了供應鏈，並減緩了全球經濟發展。 許多設備和部件，例如連接到保持風力渦輪機旋轉的齒輪箱的滾柱軸承，由於航運業在大流行期間受到干擾，市場需求很低。 大流行期間項目延誤和投資不足也阻礙了市場。 此外，一項關於海上風電場項目績效的研究發現，增值 (VA) 小時數分佈為 21.21%，非增值 (NVA) 小時數分佈為 50.09%。 然而，所研究市場近期的上升趨勢是由能源需求上升、可再生能源在發電組合中所佔份額增加、減少對化石燃料發電依賴的努力、能源效率法規以及能源效率和利用等因素推動的。法規以確保 然而，太陽能和其他替代能源等清潔能源的採用可能會阻礙市場增長。

主要亮點

• 大容量風力渦輪機、浮動式風力渦輪機和 3D 打印等技術改進使海上風力發電的總成本降至最低水平，使人們能夠進入深海等以前因缺乏資源而無法進入的區域投資和技術，開闢了新的出海地點。 預計這些發展將推動全球深海風力發電的部署。
• 此外，通過將人工智能、物聯網、機器人技術和數據分析集成到海上風力發電機中，先進的狀態監測和預測性維護成為可能，這有望提高效率並降低運營和維護成本，可以提供增長機會用於未來的海上風電裝置。
• 歐洲是最大的海上風力渦輪機市場，因為歐洲在 2020 年擁有最大的海上風電裝機容量。 預計在預測期內將保持這種主導地位。

海上風力渦輪機的市場趨勢

深水海工領域發展迅猛

• 在全球能源需求不斷增長的情況下，主要國家和公司正在轉向引入高度可靠的可再生能源，以提供清潔能源。 採用先進技術的海上風力發電吸引了國家和企業的投資。
• 例如，2022 年 3 月，TotalEnergies 加入了 Trident Winds Inc. 的 Castle Wind LLC 合資企業 (JV)，在莫羅灣海上開發一個 1GW 的海上風電項目。 該項目預計為深水項目。 然而，很少有細節被公開。 TotalEnergies 進入了之前由 EnBW North America 擁有的合資企業。
• 此外，作為其 Skipjack 項目的一部分，風力發電巨頭 Orsted 將在 2022 年 2 月探索特拉華州的 River Inlet，這是深水領域不斷擴大的另一個例子。 春季，Orsted 將繼續評估美國特拉華州沿海的潛在著陸點和互連點，以支持 Skipjack Wind 的開發。 海上風電項目將為該地區約 300,000 戶家庭提供能源。
• 此外，風力發電機所用材料的改進使得利用更高的風力成為可能。 風車也有更大的葉片，所以它們可以覆蓋比小風車更廣的區域。 更大的風力渦輪機有助於通過規模經濟降低風力發電的成本，使其在美國、德國和法國等許多國家與化石燃料替代品在經濟上具有競爭力。 預計近期的發展將在預測期內推動海上風力渦輪機市場。
• 按位置劃分，由於成本降低和技術改進，預計深水離岸行業在預測期內將繼續引領風力渦輪機行業。

歐洲主導市場

• 歐洲將在 2021 年的海上風電裝機容量中佔據最大份額。 據歐盟稱，歐洲約佔全球整個風電市場裝機容量的四分之一。
• 歐洲很可能繼中國之後在全球海上風電市場中處於領先地位。 歐洲在 2020 年增加了約 2,900 兆瓦的海上風電裝機容量，相當於在 9 個風電場中新增約 356 台海上風力渦輪機並網。 到2020年，該地區將擁有約25GW的海上風電裝機容量，相當於12個國家的5400多台並網風力渦輪機。
• 儘管歐洲水域佔海上風電總裝機容量的很大一部分，但北海地區的政府已為自己領海內的風電場設定了目標。 在歐洲，四個國家的八個新海上風電項目將在 2020 年做出最終投資決定，並在未來幾年內開始建設。 新資產投資額為 263 億歐元，為 710 萬千瓦的額外產能提供了融資。
• 此外，據基礎設施和能源部長稱，2022 年 3 月，阿爾巴尼亞正在亞得裡亞海開展一個海上風電場項目，該項目得到了歐洲復興開發銀行 (EBRD) 的支持。 該項目目前處於研究階段。
• 截至 2020 年，歐洲的總裝機容量為 25,014 兆瓦。 歐洲 12 個國家約有 116 個風電場，包括部分並網站點，其中約 5,402 個已並網。
• 因此，參與海上風電業務的參與者將有機會在預測期內擴展其在歐洲市場的業務。

海上風力渦輪機市場的競爭對手分析

海上風力渦輪機市場較為分散。 市場上的主要參與者包括 Vestas Wind Systems AS、Siemens Gamesa Renewable Energy SA、General Electric Company、Nordex SE、Senvion SA 等。

其他好處

• Excel 格式的市場預測 (ME) 表
• 三個月的分析師支持

內容

第一章介紹

• 調查範圍
• 市場定義
• 調查假設

第二章研究方法論

第 3 章執行摘要

第 4 章市場概述

• 簡介
• 到 2027 年海上風電裝機容量預測（單位：GW）
• 主要海上風電項目
• 近期趨勢和發展狀況
• 政府法規和政策
• 市場動態
  • 司機
  • 約束因素
• 供應鏈分析
• 波特的五力分析
  • 供應商的議價能力
  • 消費者的議價能力
  • 新進入者的威脅
  • 替代品的威脅
  • 競爭公司之間的敵對關係

第 5 章市場細分

• 部署地點
  • 淺水區
  • 深海
• 基本類型
  • 固定基礎
  • 浮動類型
• 設備能力
  • 小於 5 兆瓦
  • 5MW 或更多
• 按地區
  • 北美
  • 歐洲
  • 亞太地區
  • 南美洲
  • 中東

第六章競爭格局

• 併購、合資、合作、協議
• 主要參與者採用的策略
• 公司簡介
  • Vestas Wind Systems AS
  • Siemens Gamesa Renewable Energy SA
  • General Electric Company
  • Nordex SE
  • Senvion SA
  • Suzlon Energy Ltd
  • Xinjiang Goldwind Science & Technology Co. Ltd
  • Guodian United Power Technology Company Limited
  • Enercon GmbH
  • Envision Energy Limited
  • Hitachi Ltd

第7章 市場機會未來動向

The offshore wind turbine market is expected to record a CAGR of more than 5.5% during the forecast period (2022-2027). The COVID-19 pandemic declined the overall energy consumption, disrupted the supply chain, and slowed down the economic development worldwide. Most of the equipment and components, such as roller bearings that connect to gearboxes and eventually allow the wind turbines to keep spinning, had low market demand as the shipping industry was disrupted during the outbreak. The market was also restrained due to project delays and a lack of investments during the pandemic. Further, a study on wind offshore project results showed a distribution of 21.21% value-adding (VA) and 50.09% non-value-adding (NVA) hours. However, the recent uptrend in the market studied was due to rising energy demand, the increasing share of renewables in the power generation mix, efforts to reduce the reliance on fossil fuel-based power generation, regulations on energy efficiency, and regulations to ensure efficiency and utilization of energy. However, the adoption of clean energy sources like solar and other alternatives will likely hinder the market's growth.

Key Highlights

• Technological improvements, such as the increased capacity of wind turbines, floating wind turbines, and 3D printing, brought the overall cost of offshore wind power to the lowest level and opened up new offshore locations such as deepwater that was previously inaccessible due to lack of investment and technology. These developments are expected to augment the adoption of deepwater wind power worldwide.
• Moreover, the integration of AI, IoT, robotics, and data analytics in offshore wind turbines is expected to enable advanced condition monitoring and predictive maintenance, resulting in increased efficiency and reduced operational and maintenance costs, which may provide growth opportunities in the deployment of offshore wind turbines in the future.
• Europe is the largest offshore wind turbine market due to the largest offshore wind power installed capacity in 2020. This domination is expected to be maintained during the forecast period.

Offshore Wind Turbine Market Trends

Deep Water Offshore Segment to Grow Significantly

• As energy demand is rising globally, major countries and companies are turning toward the adoption of reliable renewable energy to provide clean energy. The adoption of offshore wind energy with advanced technology attracted countries and companies to invest in the sector.
• For instance, in March 2022, TotalEnergies joined Trident Winds Inc. in the Castle Wind LLC joint venture (JV) to develop a 1 GW offshore wind project off the coast of Morro Bay. The project is expected to be a deepwater project. However, few details have been published. TotalEnergies entered the joint venture, which was previously held by EnBW North America.
• Furthermore, in February 2022, in another instance of the growing deepwater segment, the Windpower giant Ørsted surveyed Delaware's River Inlet as part of its Skipjack project. In the spring, Orsted is expected to continue its evaluation of potential landfall and interconnection locations in coastal areas in Delaware, United States, to support the development of Skipjack Wind. This offshore wind project will deliver energy to approximately 300,000 homes in the region.
• Apart from this, the companies have recently been able to install taller wind turbines due to improvements in the wind turbine materials used, allowing the turbines to exploit higher altitude winds. Also, these new turbines have much larger blades and, hence, can sweep more area than smaller turbines. The growing size of the wind turbines helped lower the cost of wind energy due to the economy of scale, indicating that it is economically competitive with fossil fuel alternatives in many countries such as the United States, Germany, and France. This recent trend is expected to drive the offshore wind turbine market during the forecast period.
• By location of deployment, the deepwater offshore industry is expected to remain the driver of the wind turbine industry during the forecast period, owing to declining costs and improved technology.

Europe to Dominate the Market

• Europe accounted for the largest share of the offshore wind power installed capacity in 2021. According to the European Union, Europe represents around a quarter of the global installations of the total wind market.
• Europe is likely to be at the helm of the offshore wind market worldwide, followed by China. Europe added around 2,900 MW of offshore capacity in 2020, which corresponds to around 356 new offshore wind turbines connected to the grid across nine wind farms. In 2020, the region had an installed offshore wind capacity of around 25 GW, which corresponds to more than 5,400 grid-connected wind turbines across 12 countries.
• Even though a large percentage of the total offshore wind installations is in the European waters, the governments in the North Sea region set a target for the installation of wind farms in their territorial waters. In Europe, eight new offshore wind projects reached Final Investment Decision in four countries in 2020, with construction due to start in the coming years. Investments in new assets accounted for EUR 26.3 billion, and 7.1 GW of additional capacity was financed.
• Moreover, according to the Minister of Infrastructure and Energy, in March 2022, Albania was working on an offshore wind project in the Adriatic Sea supported by the European Bank for Reconstruction and Development (EBRD. The project is currently in the study phase.
• As of 2020, Europe had a total of 25,014 MW installed. There are around 116 wind farms, including sites with partial grid connections across 12 European countries, and about 5,402 turbines are connected to the grid.
• Such factors are likely to bring opportunities for the players involved in the offshore wind farm business to expand in the European market during the forecast period.

Offshore Wind Turbine Market Competitor Analysis

The offshore wind turbine market is moderately fragmented. Some of the key players in the market include Vestas Wind Systems AS, Siemens Gamesa Renewable Energy SA, General Electric Company, Nordex SE, and Senvion SA.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Scope of the Study
• 1.2 Market Definition
• 1.3 Study Assumptions

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Installed Offshore Wind Capacity Forecast in GW, till 2027
• 4.3 Key Offshore Wind Projects
• 4.4 Recent Trends and Developments
• 4.5 Government Policies and Regulations
• 4.6 Market Dynamics
  • 4.6.1 Drivers
  • 4.6.2 Restraints
• 4.7 Supply Chain Analysis
• 4.8 Porter's Five Forces Analysis
  • 4.8.1 Bargaining Power of Suppliers
  • 4.8.2 Bargaining Power of Consumers
  • 4.8.3 Threat of New Entrants
  • 4.8.4 Threat of Substitutes Products and Services
  • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Location of Deployment
  • 5.1.1 Shallow Water
  • 5.1.2 Deepwater
• 5.2 Foundation Type
  • 5.2.1 Fixed Foundation
  • 5.2.2 Floating Foundation
• 5.3 Capacity
  • 5.3.1 Less than 5 MW
  • 5.3.2 Above 5 MW
• 5.4 Geography
  • 5.4.1 North America
  • 5.4.2 Europe
  • 5.4.3 Asia-Pacific
  • 5.4.4 South America
  • 5.4.5 Middle-East

6 COMPETITIVE LANDSCAPE

• 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
• 6.2 Strategies Adopted by Leading Players
• 6.3 Company Profiles
  • 6.3.1 Vestas Wind Systems AS
  • 6.3.2 Siemens Gamesa Renewable Energy SA
  • 6.3.3 General Electric Company
  • 6.3.4 Nordex SE
  • 6.3.5 Senvion SA
  • 6.3.6 Suzlon Energy Ltd
  • 6.3.7 Xinjiang Goldwind Science & Technology Co. Ltd
  • 6.3.8 Guodian United Power Technology Company Limited
  • 6.3.9 Enercon GmbH
  • 6.3.10 Envision Energy Limited
  • 6.3.11 Hitachi Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS